Title: Relationship Manager
Reports to: Director of Dedicated Planning and Investment Operations
Location: Temecula Office
Hours: Monday-Friday flexible hours between 7:00am – 5:00pm

Comp: $60-90k plus bonus

General Description

The Relationship Manager is critical for building trust and value with clients.  They are responsible for overseeing client relationships within the practice for their dedicated group of clients. Position works closely with managed account clients and helps manage the Client Service Matrix (CSM). This includes sending out customized client communications, planning workshops and events and having meaningful touchpoints throughout the year.

Responsibilities

Utilize Salesforce Calling tree to coordinate/schedule appointmentsManages the CSM and effectively implementsClient point of contact for all service related itemsAdjustments to client record in Salesforce as neededInteract with clients to ensure a smooth/consistent client experienceProperly document in Salesforce client interactions and meetingsFinalize, submit, and track all client account and application paperworkGather and maintain customer suitability informationCompletes electronic and paper service forms and new business applicationsShow clients how to access their accounts and read statementsMay fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applicationsOther responsibilities as assigned by Lead Advisors or Director of Dedicated Planning and Investment Operations

Qualifications

Ability to work flexible hours depending on business needsMinimum 2 years of experience in the investment industry or similar experienceSecurities license (7/66 or 7/63 & 65) and Life, Health and Annuity license requiredStrong communication and coordination skillsAbility to effectively manage relationships with clients and strategic partnersStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learnAbility to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptionsStrong organizational skills in virtual work environment

              

Pay Transparency

 

 

 

 

Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.